Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
UNITED CAPITAL FINANCIAL ADVISORS LLC 02-14-2024 12-31-2023 1060 12,050,975,120
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICRON TECHNOLOGY INC COMMON STOCK 1351 $2,582,828 30,265 0.00 0.00 12,979 75.08 12-31-2023
NUCOR CORP COMMON STOCK 1352 $2,581,229 14,831 0.00 0.00 9,635 185.43 12-31-2023
SYNOPSYS INC COMMON STOCK 1353 $2,545,509 4,944 0.00 0.00 4,269 632.44 12-31-2023
WILLIAMS COS INC/THE COMMON STOCK 1354 $2,535,373 72,793 0.00 0.00 -132,400 -64.52 12-31-2023
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